Institutions / Camrose Capital Investment Partners LLP
Camrose Capital Investment Partners LLP
CIK 2040608 · Institution · as of Dec 31, 2025
Portfolio value
$603.80M
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Core & Main, Inc. | $90.28M | 15.0% |
| Martin Marietta Materials Inc | $70.76M | 11.7% |
| Hilton Worldwide Holdings Inc. | $64.20M | 10.6% |
| S&P Global Inc. | $61.68M | 10.2% |
| Texas Instruments Inc | $59.06M | 9.8% |
| Expeditors International of Washington Inc | $58.48M | 9.7% |
| Mastercard Inc | $52.64M | 8.7% |
| Yum! Brands Inc | $52.53M | 8.7% |
| Roper Technologies Inc | $50.08M | 8.3% |
| Automatic Data Processing Inc | $44.09M | 7.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.